CRM Automation Manager

  • Location

    London, United Kingdom

  • Sector:

    Marketing Automation & eCRM

  • Job type:

    Direct Hire

  • Salary:

    £25 000 to £35000

  • Contact:

    Dana Penzkofer

  • Job ref:


  • Published:

    almost 4 years ago

  • Expiry date:


CRM Automation Executive

Responsible for project management and delivery of triggered communications in the areas of Lifecycle, Compliance, AML and KYC. Working across different teams within the business (including Copy, Design, Retention, Compliance, Product and Data) to build new and improve existing workflows, enhance customer retention and experience, improve KYC rates, as well as ensuring we comply with Responsible  and AML regulations.

Key Responsibilities & Accountabilities:

  • Managing the execution and delivery of new workflows around Lifecycle, KYC, RG and CIP
  • Review and automate communications from other areas of the business relating to Lifecycle, KYC, RG and CIP (Customer Support comms, Risk comms, promotional comms)
  • Manage the migration of workflows/journeys into Salesforce
  • Liaise with compliance and country mangers to understand any new required workflows needed and manage the execution of these
  • Project manage creation of new workflows involving a number of stakeholders, starting from planning up until execution
  • Troubleshooting of issues with automated comms and workflows
  • Manage a range of automated communications (SMS, email, Support tasks) within workflows
  • Review and reporting on workflow performance across all brands which includes:
    • Workflow documentation
    • Analyse triggered comms
    • Work with AIs on creating automated reports


Essential criteria:

  • Experience of using and good knowledge of Salesforce Marketing Cloud
  • Ability to multi task and manage multiple projects

- Work autonomously

  • Comfortable liaising and communicating with a variety of stakeholders
  • Project Management and delivery focused

Desirable criteria:

  • Strong analytical skills


If you are interested please get in touch with Dana Penzkofer +442086380769  or message me via